大叔美股筆記 Uncle Stock Notes

大叔美股筆記 Uncle Stock Notes

杜肯共識 × 新佈雷頓森林時刻:華爾街真的接管華盛頓了

Warsh-Bessent 軸心下的新美國經濟

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大叔美股筆記 Uncle Stock Notes
Feb 01, 2026
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如果你還在用「民主黨/共和黨」、「鷹派/鴿派」那套老框架看 2026 年的美國經濟政策,那你會完全看錯。真正該看是華爾街最頂級的對沖思維,正式搬進了白宮與聯準會。

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